Research & Insights
Industry Insights
COMMODITY PRODUCERS
Gold: A Commodity with Enduring Value
As a tangible asset with intrinsic value, gold can play a valuable role …
COMMODITY PRODUCERS
Gold: A Commodity with Enduring Value
As a tangible asset with intrinsic value, gold can play a valuable role in investor portfolios. Over the long term,
CASH FLOW CHAMPIONS
Small-Cap Stocks: A World of Possibilities
Small-cap stocks often have a relatively low correlation to large-cap stocks. One reason …
CASH FLOW CHAMPIONS
Small-Cap Stocks: A World of Possibilities
Small-cap stocks often have a relatively low correlation to large-cap stocks. One reason for this is that smaller companies tend
FINANCIAL SERVICES
The Banking Titans That Power the Global Economy
Banks play a vital role in the global economy. The cornerstone of our …
FINANCIAL SERVICES
The Banking Titans That Power the Global Economy
Banks play a vital role in the global economy. The cornerstone of our financial system, they offer critical services such
COMMODITY PRODUCERS
Uranium: The Commodity for the Nuclear Age
In an era marked by rising global energy demand and a growing emphasis …
COMMODITY PRODUCERS
Uranium: The Commodity for the Nuclear Age
In an era marked by rising global energy demand and a growing emphasis on clean energy solutions, uranium stands out
TECHNOLOGY
Generative AI Explained by AI
With countless use cases, generative AI has the potential to revolutionize the economy …
TECHNOLOGY
Generative AI Explained by AI
With countless use cases, generative AI has the potential to revolutionize the economy and the many ways in which the
TECHNOLOGY
Value in Vigilance: The Cost of Cybercrime
Total financial losses from cybercrime have increased 281% over the past five years …
TECHNOLOGY
Value in Vigilance: The Cost of Cybercrime
Total financial losses from cybercrime have increased 281% over the past five years to $10.3 billion in 2022 alone.
Research Insights
THOUGHTS FROM THEMES
Bigger May Be Better
Considering financials? If so, bigger banks may be better. Since inception, the Themes …
THOUGHTS FROM THEMES
Bigger May Be Better
Considering financials? If so, bigger banks may be better. Since inception, the Themes Global Systemically Important Banks ETF (GSIB) –
THOUGHTS FROM THEMES
Uranium Sector Rises in Conviction with that of AI
Rising utilization of streaming platforms, social media applications and sundry apps around the …
THOUGHTS FROM THEMES
Uranium Sector Rises in Conviction with that of AI
Rising utilization of streaming platforms, social media applications and sundry apps around the world continue to be transformative for the
THOUGHTS FROM THEMES
Goodfellas, Become a Wise Guy
Looking for growth? Goodfellas, it may be time to become a WISE guy. …
THOUGHTS FROM THEMES
Goodfellas, Become a Wise Guy
Looking for growth? Goodfellas, it may be time to become a WISE guy. Since inception, the Themes Generative Artificial Intelligence
THOUGHTS FROM THEMES
Say Hello to My Little Friend
Considering small caps? If so, say hello to my little friend, SMCF. Since …
THOUGHTS FROM THEMES
Say Hello to My Little Friend
Considering small caps? If so, say hello to my little friend, SMCF. Since inception, the Themes US Small Cap Cash
THOUGHTS FROM THEMES
Thematics Strike Back
Not so long ago with an election not so far away, a new …
THOUGHTS FROM THEMES
Thematics Strike Back
Not so long ago with an election not so far away, a new saga of fund wars have begun, and
THOUGHTS FROM THEMES
Well-Fed: Markets March on Risk Appetite
As an army marches on its stomach, so too does a market march …
THOUGHTS FROM THEMES
Well-Fed: Markets March on Risk Appetite
As an army marches on its stomach, so too does a market march on its risk appetite, which was fed
